Diversify Advisory Services LLC Has $1.23 Million Position in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Diversify Advisory Services LLC lowered its position in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 28.9% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 11,241 shares of the company’s stock after selling 4,574 shares during the period. Diversify Advisory Services LLC’s holdings in iShares MSCI KLD 400 Social ETF were worth $1,227,000 as of its most recent SEC filing.

Other hedge funds have also bought and sold shares of the company. Vanguard Personalized Indexing Management LLC purchased a new position in iShares MSCI KLD 400 Social ETF during the 2nd quarter worth $390,000. Thrivent Financial for Lutherans raised its holdings in shares of iShares MSCI KLD 400 Social ETF by 14.5% in the 2nd quarter. Thrivent Financial for Lutherans now owns 93,018 shares of the company’s stock worth $9,660,000 after purchasing an additional 11,761 shares during the period. EverSource Wealth Advisors LLC lifted its holdings in iShares MSCI KLD 400 Social ETF by 720.0% during the second quarter. EverSource Wealth Advisors LLC now owns 8,216 shares of the company’s stock valued at $860,000 after purchasing an additional 7,214 shares during the last quarter. Susquehanna International Group LLP boosted its position in iShares MSCI KLD 400 Social ETF by 39.1% during the second quarter. Susquehanna International Group LLP now owns 39,757 shares of the company’s stock worth $4,129,000 after purchasing an additional 11,170 shares during the period. Finally, Northwestern Mutual Wealth Management Co. grew its stake in iShares MSCI KLD 400 Social ETF by 2.4% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 34,306 shares of the company’s stock valued at $3,563,000 after buying an additional 815 shares in the last quarter.

iShares MSCI KLD 400 Social ETF Stock Performance

NYSEARCA:DSI opened at $112.79 on Tuesday. The business’s fifty day moving average is $112.75 and its 200 day moving average is $108.69. iShares MSCI KLD 400 Social ETF has a 52-week low of $90.81 and a 52-week high of $115.78. The firm has a market cap of $4.98 billion, a price-to-earnings ratio of 29.01 and a beta of 1.09.

iShares MSCI KLD 400 Social ETF Company Profile

iShares MSCI KLD 400 Social Index Fund (the Fund), formerly iShares FTSE KLD 400 Social Index Fund, seeks to provide investment results that correspond generally to the price and yield performance of the MSCI KLD 400 Social Index (the Index). The Index is a free float-adjusted market capitalization index designed to measure the equity performance of the United States companies.